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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
726
Everhart Financial Group
Ohio
$433K +$149K +1,785 +56%
WA
727
Waverly Advisors
Alabama
$432K +$68.3K +821 +20%
S
728
SignatureFD
Georgia
$431K +$52.2K +627 +15%
OAM
729
Ostrum Asset Management
France
$431K – – –
RWPA
730
Richard W. Paul & Associates
Michigan
$428K -$177K -2,129 -30%
TAM
731
Trust Asset Management
Texas
$425K – – –
RIG
732
Ramiah Investment Group
Wisconsin
$424K +$405K +4,870 New
IWM
733
IHT Wealth Management
Illinois
$423K -$81.2K -976 -17%
NRG
734
Nemes Rush Group
Michigan
$423K +$11.3K +136 +3%
AWM
735
Atticus Wealth Management
Florida
$420K +$4.99K +60 +1%
DL
736
Dockside LLC
New York
$420K +$402K +4,828 New
VSQM
737
V-Square Quantitative Management
Illinois
$420K -$81.3K -977 -17%
LWA
738
Legacy Wealth Advisors
Florida
$418K +$4.08K +49 +1%
BFM
739
Boothbay Fund Management
New York
$417K -$5.42M -65,081 -93%
PAM
740
Palisade Asset Management
Minnesota
$416K – – –
BONST
741
Bank of Nova Scotia Trust
Ontario, Canada
$414K -$75.7K -910 -16%
SC
742
Syon Capital
California
$414K +$21.6K +259 +6%
AT
743
American Trust
Kentucky
$412K +$1.67K +20 +0.4%
VIM
744
Vinva Investment Management
Australia
$405K -$5.55M -66,653 -94%
MMPW
745
Mitchell McLeod Pugh & Williams
Alabama
$402K +$25.1K +302 +7%
CWM
746
Chemistry Wealth Management
New York
$400K – – –
LOAMS
747
Lombard Odier Asset Management (Switzerland)
Switzerland
$400K +$16.6K +200 +5%
GFP
748
Gryphon Financial Partners
Ohio
$398K +$1.08K +13 +0.3%
RFA
749
Resurgent Financial Advisors
Georgia
$397K +$90.6K +1,088 +31%
RWM
750
Revisor Wealth Management
Ohio
$395K -$136K -1,639 -27%
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